What are the responsibilities and job description for the Office & Operations Manager | Be the Backbone of a Growing Financial Firm position at Premier Planning Professionals?

Are You Ready to Build a Legacy with Us?

At Premier Planning Professionals, we’re not just managing financial futures; we're shaping lives, businesses, and dreams. Located in Waterford, CT, we are on a mission to grow from a local firm to a national presence in retirement planning, insurance, and wealth management. And we’re looking for a proactive, driven, and exceptional Office & Operations Manager to help us get there.

The Opportunity

You’ll be the linchpin of our growing firm. You’ll manage day-to-day operations, support client success, and ensure everything runs smoothly. But that’s just the beginning. This role evolves into something greater—a leadership position where you’ll drive innovation, scalability, and excellence.

What You’ll Do

You’ll wear many hats and thrive in a dynamic, fast-paced environment. Your responsibilities will include :

Client Engagement : Oversee communications, handle distributions, and manage the client onboarding process.
Operational Excellence : Organize workflows, coordinate schedules, and ensure seamless operations.
Growth Leadership : Contract new agents, distribute leads, and execute follow-ups after events or seminars.
Strategic Contribution : Partner with ownership to shape the company’s growth trajectory and success.

Who You Are

You’re not here to clock in and out. You’re here to make an impact.

Proactive Problem-Solver : You anticipate challenges, tackle them head-on, and create lasting solutions.

Organized Multitasker : Balancing details with big-picture thinking is your superpower.

Leadership-Oriented : You inspire those around you, fostering a culture of excellence and growth.

Adaptable Learner : Whether it’s new software or financial industry nuances, you pick it up quickly.

Driven Partner : You take ownership of your role and see yourself as a key player in the firm’s success.

What’s In It For You?

Competitive Compensation : $60,000–$70,000 to start, with opportunities for growth as the firm scales.

Professional Growth : Become a leader in a firm poised for national expansion.

Work-Life Balance : A standard 40-hour workweek with room for innovation and autonomy.

Purpose and Impact : Be part of a team where your contributions shape our clients’ futures and the firm’s success.

Who We’re Looking For

Proven experience in office management or operations in a small business, financial, or professional services setting.

Expertise in improving workflows, creating efficiency, and scaling operations.

Strong people skills, from recruiting and onboarding to mentoring and team development.

Tech-savvy and quick to adapt to new systems.

A passion for creating structure and driving growth in a fast-paced environment.

Ready to Join Us?

If you’re looking for a role that challenges, excites, and inspires you, this is it.

Premier Planning Professionals is an equal opportunity employer.

Salary : $60,000 - $70,000

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Office & Operations Manager | Be the Backbone of a Growing Financial Firm

What are the responsibilities and job description for the Office & Operations Manager | Be the Backbone of a Growing Financial Firm position at Premier Planning Professionals?

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